Purchases and Sales Made in Q1 2022 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3.31KNew |
$394K - $464K
|
3.31K
$444K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.25K+ 109.08% |
$388K - $456K
|
6.24K
$836K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.23KNew |
$385K - $453K
|
3.23K
$433K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.19KNew |
$380K - $447K
|
3.19K
$428K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.85KNew |
$339K - $399K
|
2.85K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.8K+ 5185.19% |
$334K - $392K
|
2.85K
$382K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.76K+ 99.28% |
$329K - $387K
|
5.55K
$743K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.62K+ 20123.08% |
$312K - $367K
|
2.63K
$352K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
2.59KNew |
$308K - $363K
|
2.59K
$347K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$306K - $361K
|
2.57K
$345K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$303K - $356K
|
2.54K
$340K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.5KNew |
$298K - $350K
|
2.5K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.47K+ 2.05% |
$294K - $346K
|
123K
$16.5M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.45K+ 4.75% |
$292K - $343K
|
54.1K
$7.24M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.4K+ 38.89% |
$286K - $336K
|
8.56K
$1.15M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.36K+ 27.79% |
$281K - $331K
|
10.8K
$1.45M
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.35KNew |
$280K - $329K
|
2.35K
$315K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
2.31KNew |
$275K - $324K
|
2.31K
$310K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
2.18K+ 23.81% |
$259K - $305K
|
11.3K
$1.52M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.16K+ 8.39% |
$257K - $303K
|
27.9K
$3.74M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.16KNew |
$257K - $302K
|
2.16K
$289K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2.15K+ 4.06% |
$256K - $302K
|
55.2K
$7.4M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.12KNew |
$252K - $296K
|
2.12K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$248K - $291K
|
2.08K
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.05KNew |
$244K - $287K
|
2.05K
$275K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.03K+ 8.22% |
$241K - $284K
|
26.7K
$3.57M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.99K+ 127.48% |
$237K - $279K
|
3.55K
$476K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.98KNew |
$236K - $278K
|
1.98K
$265K
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.89K+ 63.13% |
$225K - $265K
|
4.88K
$654K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.86KNew |
$222K - $261K
|
1.86K
$249K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.85KNew |
$220K - $259K
|
1.85K
$247K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 10.17% |
$213K - $251K
|
19.4K
$2.6M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
1.76K+ 176.4% |
$210K - $247K
|
2.76K
$370K
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.76KNew |
$210K - $247K
|
1.76K
$236K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.75KNew |
$209K - $246K
|
1.75K
$235K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.73K+ 10.14% |
$206K - $242K
|
18.8K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.73K+ 108.08% |
$206K - $242K
|
3.32K
$445K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.7K+ 21250.0% |
$203K - $238K
|
1.71K
$229K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$201K - $237K
|
1.69K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.68K+ 0.36% |
$201K - $236K
|
470K
$63M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.67KNew |
$199K - $234K
|
1.67K
$224K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.63K+ 4.72% |
$195K - $229K
|
36.2K
$4.85M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.6K+ 3.86% |
$191K - $225K
|
43.2K
$5.78M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.57K+ 41.78% |
$187K - $220K
|
5.34K
$715K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.39K+ 385.28% |
$165K - $194K
|
1.75K
$234K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 10.16% |
$159K - $187K
|
14.4K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.31K+ 1.34% |
$156K - $184K
|
99.1K
$13.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.26K+ 24.95% |
$150K - $177K
|
6.31K
$845K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.26K+ 22.03% |
$150K - $176K
|
6.96K
$933K
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
1.17K+ 67.63% |
$139K - $164K
|
2.9K
$389K
|